We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
2001
Summit X LLC
Missouri
$770K +$147K +1,376 +21%
DI
2002
DFPG Investments
Utah
$770K +$841K +7,889 New
BWP
2003
BSW Wealth Partners
Colorado
$765K +$107 +1 +0%
PWM
2004
Paulson Wealth Management
Illinois
$764K +$40.6K +381 +5%
RFA
2005
Reilly Financial Advisors
California
$758K +$42.5K +399 +5%
CAM
2006
Cidel Asset Management
Ontario, Canada
$757K +$47.9K +450 +6%
MSS
2007
Mitchell Sinkler & Starr
Pennsylvania
$753K – – –
EAM
2008
Evanson Asset Management
California
$752K +$69K +648 +9%
CIP
2009
Capital Insight Partners
Arizona
$751K +$95.3K +894 +13%
LCM
2010
LVM Capital Management
Michigan
$750K +$7.03K +66 +0.9%
BS
2011
Bessemer Securities
New York
$750K +$819K +7,685 New
PCM
2012
Perritt Capital Management
Illinois
$749K +$1.49K +14 +0.2%
LB
2013
Legacy Bridge
Iowa
$743K +$810K +7,607 New
FNBSF
2014
First National Bank Sioux Falls
South Dakota
$742K +$34.1K +320 +4%
PWPS
2015
Pinnacle Wealth Planning Services
Ohio
$741K -$9.91K -93 -1%
SP
2016
SWS Partners
Ohio
$733K -$3.52K -33 -0.4%
TCB
2017
Texas Capital Bancshares
Texas
$732K -$48.2K -452 -6%
WA
2018
Wealth Architects
California
$732K -$1.81K -17 -0.2%
RP
2019
Riverbridge Partners
Minnesota
$727K -$333K -3,130 -30%
DAM
2020
Diamant Asset Management
Connecticut
$726K – – –
HAIM
2021
Hunter Associates Investment Management
Pennsylvania
$725K – – –
AMCA
2022
Arthur M. Cohen & Associates
Illinois
$724K +$42.8K +402 +6%
GWCM
2023
Godshalk Welsh Capital Management
Pennsylvania
$722K +$10.7K +100 +1%
BB
2024
Bell Bank
North Dakota
$720K +$33.5K +314 +4%
BCM
2025
Brookstone Capital Management
Illinois
$717K -$45.3K -425 -5%
79 80
81
82 83